Optimum Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $735K | Hold |
26,019
| – | – | 0.29% | 68 |
|
|
2025
Q2 | $753K | Sell |
26,019
-157
| -0.6% | -$4.33K | 0.33% | 67 |
|
|
2025
Q1 | $740K | Sell |
26,176
-3,108
| -11% | -$78.2K | 0.35% | 66 |
|
|
2024
Q4 | $667K | Hold |
29,284
| – | – | 0.29% | 69 |
|
|
2024
Q3 | $644K | Sell |
29,284
-2,600
| -8% | -$51.7K | 0.28% | 80 |
|
|
2024
Q2 | $609K | Hold |
31,884
| – | – | 0.27% | 79 |
|
|
2024
Q1 | $561K | Sell |
31,884
-953
| -3% | -$16.3K | 0.26% | 86 |
|
|
2023
Q4 | $551K | Sell |
32,837
-12,363
| -27% | -$195K | 0.28% | 82 |
|
|
2023
Q3 | $679K | Sell |
45,200
-5,819
| -11% | -$85.3K | 0.35% | 70 |
|
|
2023
Q2 | $814K | Buy |
51,019
+1,387
| +3% | +$23.6K | 0.4% | 62 |
|
|
2023
Q1 | $955K | Sell |
49,632
-9,344
| -16% | -$179K | 0.5% | 45 |
|
|
2022
Q4 | $1.09M | Buy |
58,976
+913
| +2% | +$16.3K | 0.59% | 37 |
|
|
2022
Q3 | $891K | Sell |
58,063
-5,072
| -8% | -$92.3K | 0.48% | 50 |
|
|
2022
Q2 | $1.32M | Sell |
63,135
-20,454
| -24% | -$408K | 0.66% | 31 |
|
|
2022
Q1 | $1.49M | Sell |
83,589
-14,410
| -15% | -$267K | 0.63% | 30 |
|
|
2021
Q4 | $1.82M | Sell |
97,999
-14,970
| -13% | -$280K | 0.71% | 27 |
|
|
2021
Q3 | $2.31M | Sell |
112,969
-9,312
| -8% | -$196K | 0.97% | 20 |
|
|
2021
Q2 | $2.66M | Sell |
122,281
-19,727
| -14% | -$449K | 0.83% | 24 |
|
|
2021
Q1 | $3.25M | Sell |
142,008
-278
| -0.2% | -$6.15K | 0.95% | 18 |
|
|
2020
Q4 | $3.09M | Sell |
142,286
-19,231
| -12% | -$415K | 0.94% | 19 |
|
|
2020
Q3 | $3.48M | Buy |
161,517
+19,756
| +14% | +$442K | 1.17% | 15 |
|
|
2020
Q2 | $3.24M | Buy |
141,761
+1,294
| +0.9% | +$29.5K | 1.13% | 15 |
|
|
2020
Q1 | $3.09M | Sell |
140,467
-6,798
| -5% | -$186K | 1.27% | 14 |
|
|
2019
Q4 | $4.35M | Buy |
147,265
+15,527
| +12% | +$448K | 1.29% | 12 |
|
|
2019
Q3 | $3.77M | Buy |
131,738
+8,076
| +7% | +$214K | 1.19% | 15 |
|
|
2019
Q2 | $3.13M | Buy |
123,662
+8,855
| +8% | +$212K | 1.02% | 19 |
|
|
2019
Q1 | $2.72M | Sell |
114,807
-3,912
| -3% | -$90K | 0.89% | 21 |
|
|
2018
Q4 | $2.56M | Sell |
118,719
-14,290
| -11% | -$333K | 0.88% | 26 |
|
|
2018
Q3 | $3.37M | Sell |
133,009
-8,441
| -6% | -$207K | 0.93% | 24 |
|
|
2018
Q2 | $3.43M | Buy |
141,450
+11,728
| +9% | +$294K | 0.99% | 19 |
|
|
2018
Q1 | $3.49M | Buy |
129,722
+1,994
| +2% | +$55.5K | 1.03% | 18 |
|
|
2017
Q4 | $3.75M | Sell |
127,728
-20,706
| -14% | -$565K | 1.19% | 15 |
|
|
2017
Q3 | $4.39M | Sell |
148,434
-1,404
| -0.9% | -$39.9K | 1.47% | 8 |
|
|
2017
Q2 | $4.27M | Buy |
149,838
+1,681
| +1% | +$49.6K | 1.48% | 8 |
|
|
2017
Q1 | $4.65M | Buy |
148,157
+15,707
| +12% | +$494K | 1.65% | 7 |
|
|
2016
Q4 | $4.25M | Sell |
132,450
-582
| -0.4% | -$17.2K | 1.6% | 8 |
|
|
2016
Q3 | $4.08M | Sell |
133,032
-2,832
| -2% | -$89.5K | 1.53% | 8 |
|
|
2016
Q2 | $4.43M | Sell |
135,864
-7,761
| -5% | -$231K | 1.72% | 8 |
|
|
2016
Q1 | $4.25M | Buy |
143,625
+14,017
| +11% | +$388K | 1.67% | 8 |
|
|
2015
Q4 | $3.37M | Buy |
129,608
+15,453
| +14% | +$392K | 1.3% | 10 |
|
|
2015
Q3 | $2.81M | Buy |
+114,155
| New | +$2.91M | 1.13% | 14 |
|
|
2015
Q1 | $1.38M | Sell |
56,095
-29,964
| -35% | -$762K | 0.44% | 54 |
|
|
2014
Q4 | $1.32M | Buy |
86,059
+7,215
| +9% | +$187K | 0.42% | 57 |
|
|
2014
Q3 | $2.17M | Buy |
78,844
+31,955
| +68% | +$850K | 0.72% | 29 |
|
|
2014
Q2 | $1.25M | Buy |
46,889
+18,835
| +67% | +$505K | 0.41% | 61 |
|
|
2014
Q1 | $743K | Sell |
28,054
-1,037
| -4% | -$26K | 0.28% | 103 |
|
|
2013
Q4 | $773K | Buy |
29,091
+1,799
| +7% | +$47.3K | 0.29% | 101 |
|
|
2013
Q3 | $697K | Buy |
+27,292
| New | +$717K | 0.29% | 99 |
|
Other funds holding T
Optimum Investment Advisors's T Position: Q3 2025 in Review
Optimum Investment Advisors held its AT&T (T) position steady in Q3 2025 at 26,019 shares worth $735K. The position accounts for 0.29% of the portfolio, ranked #68.
Optimum Investment Advisors first reported a position in T in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.65M in Q1 2017. 2,863 funds tracked by Wall St. Rank hold T as of Q3 2025.
- Optimum Investment Advisors held 26,019 shares of AT&T worth $735K as of Q3 2025.
- Optimum Investment Advisors left its AT&T share count unchanged in Q3 2025.
- AT&T made up 0.29% of Optimum Investment Advisors's portfolio in Q3 2025, its #68 holding.
- Optimum Investment Advisors first reported a position in AT&T in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's AT&T position peaked at $4.65M in Q1 2017.
- 2,863 funds tracked by Wall St. Rank held AT&T as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.